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SELECTED WORK
Building a connected revenue system to drive new business
DemandSolver built and operated a connected revenue system for a new financial-services business- linking demand generation, interactive tools, lead capture, CRM, and sales automation to create a disciplined path from initial interest to qualified opportunities and new clients.
Result: 8x monthly net revenue gain.
REVENUE SYSTEM
Demand Generation • Interactive Sales Tools • Lead Capture • CRM & Automation
THE REQUIREMENT
Grow demand and turn more of it into revenue
Generating demand was only the start. The business needed a clear path from initial interest to qualified opportunity to high-value client.
Tools, forms, CRM, and automation had to work together across the full journey- helping prospects understand their needs, capturing the right information, and triggering timely sales follow-up- to convert interest into closed business.
01 SPARK / DEMAND
Improve channel efficiency and
pipeline quality
Prospects came from multiple channels, supported by ongoing campaign development, targeting, testing, and optimization.
Performance was continuously measured and refined to bring more qualified prospects into the pipeline efficiently.
Google Search is shown here as one example of how channel performance was measured and improved.
02 ENGAGE / TOOLS
Turn interest into buying intent
Instead of sending every visitor directly to a generic form, the website used interactive tools to help prospects explore their needs and receive immediate feedback.
Estimators and calculators made the website part of the decision process—not just a place to read information. Prospects could better understand what they might need and move toward a more informed next step.
That created a stronger bridge between attracting attention and capturing a qualified lead.
INTERACTIVE TOOL EXAMPLE
Coverage calculator
Adapted from a live production tool
Adjust the inputs to see how an interactive tool can help a prospect quantify a need before speaking with an advisor.
03 COMMIT / LEADS
Turn intent into sales-ready opportunities
When a visitor was ready to continue, custom forms captured the information needed to qualify, route, and follow up consistently.
Lead data moved into the CRM in a structured format, connecting the customer-facing experience directly to the sales process behind it.
04 GROW / AUTOMATION
Turn the sales process into a growth flywheel
CRM workflows carried qualified opportunities through the sales process—supporting routing, timely follow-up, record management, and measurement.
Automation continued through and beyond the sale, supporting customer follow-up, review and referral outreach, and additional opportunities for future business.
Performance data also showed what was working and fed those insights back into future targeting and demand generation—creating a connected growth flywheel rather than a process that ended at the sale.
THE CONNECTED SYSTEM
Four stages. One system built to create new business.
Each stage had a distinct job, but much of the impact came from the handoffs between them: demand created interest, interactive tools built buying intent, lead capture structured the opportunity, and automation moved prospects through the sales process and beyond- supporting follow-up, client relationships, referrals, and the next cycle of growth.
The system created a clearer path from marketing activity to qualified opportunities and customers, reduced the places where prospects could disappear, and made the acquisition process easier to measure, refine, and improve.
The result wasn’t just more activity.
It was an 8x monthly NET revenue gain.
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